Back to filter
Original filing (PDF)20250520145957NAL0001288881001
YO NANCY, INC.
Form 5500-SF
FILING_RECEIVED
YO NANCY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
14
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YO NANCY, INC..
Plan sponsor
Name
YO NANCY, INC.
EIN
52-2386046
Address
4400 W RIVERSIDE DR. · SUITE 110-880 · BURBANK, CA · 91505
Phone
(818) 247-1007
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
APPLOFF ENTERTAINMENT, INC.
APPLOFF ENTERTAINMENT, INC. DEFINED BENEFIT PENSION PLAN
$3.1M · 2 participants
RASHIDA JONES, INC.
RASHIDA JONES, INC. RETIREMENT PLAN
$3.1M · 2 participants
HARLAN F. COBEN, LLC
HARLAN F. COBEN, LLC 401(K) PLAN
$3.1M · 4 participants
BURSTEIN ARTISTS MANAGEMENT, INC. DBA THE BURSTEIN COMPANY
THE BURSTEIN COMPANY CASH BALANCE PLAN
$3.1M · 3 participants
P-NUT PRODUCTIONS, INC.
P-NUT PRODUCTIONS, INC. DEFINED BENEFIT PENSION PLAN
$3.1M · 2 participants
HK COMPANY
HEIDI KLUM, LLC PROFIT SHARING PLAN
$3.1M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B